2 Plan Wealth Management Limited

Date authorised
1 April 2013
Companies House
05998270
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    2plan Ltd
    Bridgewater Place
    Water Lane
    Leeds
    LS11 5BZ
    UNITED KINGDOM
    Phone
    +4401133021360
    Web
    https://www.2plan.com

  • Complaints Contact

    2plan Ltd
    Bridgewater Place
    Water Lane
    Leeds
    LS11 5BZ
    UNITED KINGDOM
    Phone
    +441133021360

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Investment Advice (no pensions)

    For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

    Show 1 limitation
    • · The firm may not broker credit for the purpose of increasing the funds available for investment.

  • Debt Negotiation

    Show 1 limitation
    • · This permission is limited to debt adjusting with no debt management activity

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling which is provided in connection with investment, pension, protection and mortgage advice.

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Nigel Robert Thomlinson

    IRN NRT01044

    • CF30 Customer (1 Jun 2011 to 18 Dec 2013)
  • Nigel Robert Trinder

    IRN NRT01046

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • CF30 Customer (19 Jun 2012 to 8 Dec 2019)
  • Nigel Steven John Summerton

    IRN NSS00004

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • CF30 Customer (14 Dec 2009 to 8 Dec 2019)
  • Nigel Vinson

    IRN NMV00001

    • Appointed representative dealing with clients for which they require qualification (16 Jul 2021 to 21 Apr 2022)
    • CF30 Customer (12 May 2021 to 20 Apr 2022)
    • CF1 Director (AR) (12 May 2021 to 20 Apr 2022)
    • [FCA CF] Functions requiring qualifications (1 Mar 2021 to 16 Jul 2021)
    • [FCA CF] Client dealing (1 Mar 2021 to 16 Jul 2021)
  • Nimalan Balakrishnan

    IRN NXB01487

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 27 May 2022)
    • CF30 Customer (since 17 Mar 2022)
    • CF1 Director (AR) (since 17 Mar 2022)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 27 May 2022)
    • [FCA CF] Client dealing (10 Dec 2019 to 27 May 2022)
  • Nina Gabrielle THOMPSON

    IRN NXT00195

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 8 Jan 2026)
    • CF30 Customer (since 21 Nov 2025)
    • CF1 Director (AR) (since 21 Nov 2025)
    • [FCA CF] Functions requiring qualifications (13 Jan 2025 to 8 Jan 2026)
    • [FCA CF] Client dealing (13 Jan 2025 to 8 Jan 2026)
  • Nina Hughes

    IRN NLH01030

    • [FCA CF] Client dealing (19 Dec 2023 to 7 Mar 2024)
    • [FCA CF] Functions requiring qualifications (19 Dec 2023 to 7 Mar 2024)
  • Noel Michael Mullen

    IRN NMM00001

    • CF30 Customer (13 Jan 2011 to 31 Dec 2012)
  • Nolan James Andrews

    IRN NJA01042

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 16 Jan 2024)
    • CF1 Director (AR) (since 16 Nov 2023)
    • CF30 Customer (since 16 Nov 2023)
  • Noman Mushtaq

    IRN NXM01701

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 14 Jan 2022)
    • [FCA CF] Functions requiring qualifications (since 14 Jan 2022)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

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